People are very willing to share their personal information on social media. Many are also willing to share information with companies for discounts or other benefits. This infographic includes information on the unclaimed potential and some of the concerns consumers have about sharing.

Sales capacity is frequently evaluated by the number of sales professionals – a common measure of industry health. However, organizations are now leveraging other drivers of capacity. Sales capacity no longer relies solely on the cumulative number of sales professionals selling life insurance.

How can financial service companies be more effective targeting important segments of the market—African Americans and women? The answer may lie in tailoring their strategies to the overlaps in these segments, specifically African-American women.

This research briefing explores ways in which defined contribution plans may be used — interacting with other income sources — in creating replacement income in retirement for individuals at various age and income levels.